Avantax Advisory Services’s Ametek AME Stock Holding History

Avantax Advisory Services’s Portfolio AME Stock Details AME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$858K	Sell	4,743 -557	-11%	-$95.8K	﹤0.01%	1256
2025 Q1	$912K	Buy	5,300 +329	+7%	+$59.8K	0.01%	1146
2024 Q4	$896K	Buy	4,971 +1,299	+35%	+$237K	0.01%	1093
2024 Q3	$631K	Buy	3,672 +11	+0.3%	+$1.84K	﹤0.01%	1264
2024 Q2	$610K	Buy	3,661 +1,938	+112%	+$335K	﹤0.01%	1242
2024 Q1	$315K	Buy	1,723 +73	+4%	+$12.6K	﹤0.01%	1269
2023 Q4	$272K	Sell	1,650 -99	-6%	-$15.1K	﹤0.01%	1289
2023 Q3	$258K	Buy	1,749 +24	+1%	+$3.75K	﹤0.01%	1281
2023 Q2	$279K	Buy	1,725 +2	+0.1%	+$292	﹤0.01%	1221
2023 Q1	$250K	Buy	+1,723	New	+$245K	﹤0.01%	1250
2022 Q3	–	Sell	-2,603	Closed	-$286K	–	1332
2022 Q2	$286K	Buy	2,603 +919	+55%	+$112K	﹤0.01%	1038
2022 Q1	$225K	Buy	+1,684	New	+$226K	﹤0.01%	1139

Other funds holding AME

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avantax Advisory Services's AME Position: Q2 2025 in Review

Avantax Advisory Services reduced its Ametek (AME) stake by 11% in Q2 2025, selling an estimated $95.8K and leaving 4,743 shares worth $858K. The position accounts for ﹤0.01% of the portfolio, ranked #1256.

Avantax Advisory Services first reported a position in AME in Q1 2022 and has held it in 12 quarters since. The position peaked at $912K in Q1 2025. 1,004 funds tracked by Wall St. Rank hold AME as of Q2 2025.

Avantax Advisory Services held 4,743 shares of Ametek worth $858K as of Q2 2025.
Avantax Advisory Services sold 557 Ametek shares in Q2 2025, an estimated $95.8K.
Ametek made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1256 holding.
Avantax Advisory Services first reported a position in Ametek in Q1 2022 and has held it in 12 quarters since.
Avantax Advisory Services's Ametek position peaked at $912K in Q1 2025.
1,004 funds tracked by Wall St. Rank held Ametek as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.